Strategic Insights
X-Change: The Race to the Top
The cleantech competition between China, Europe, and the United States…
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Strategic Insights
The Great Reallocation
Contrary to popular belief, the buildout of renewable energy supply does not require a surge in capital expenditure.
Strategic Insights
X-Change: Batteries
The remarkable, exponential growth of battery sales is driven by a domino effect of battery technology adoption that cascades from country to country and sector to sector.
Strategic Insights
X-Change: Cars
Rapid growth of electric vehicles shows the end of the ICE age has begun.
Electricity
X-Change: Electricity
Renewable energy – solar and wind – is on an exponential path which will lead to disruption of the global electricity sector this decade.
Strategic Insights
Realizing the Green Jobs Promise
Green job opportunities for fossil fuel communities include far more than those typically considered part of the clean energy transition.
Strategic Insights
Peak Fossil Fuel Demand for Electricity
Demand for fossil fuels has peaked in the electricity sector.
Strategic Insights
The Energy Transition and the Global South
The energy transition is a powerful development tool for the Global South. Renewables are more available, more quickly, at lower cost.
Strategic Insights
Peaking: Why Fossil Fuel Demand Peaked in 2019
It is increasingly clear that global fossil fuel demand reached a peak in 2019, and we are now bumping along a plateau before an inevitable decline.
Strategic Insights
Harnessing the Power of S-Curves
In our Peaking Series, we introduced The Peak, Plateau, and Decline and presented historical examples to show how demand for fossil fuels faces inevitable decline. The S-curve growth of new innovations is the main driver…